Wealth Management Financial Planner

Washington Trust is seeking a motivated, client-focused Financial Planner to join our Wealth Management team. This is a strong opportunity for a planning professional who wants to build on their financial planning experience in a highly collaborative environment with a top-tier planning process, meaningful client exposure, and room for continued growth. In this role, you will support the development and delivery of comprehensive financial plans for high-net-worth clients while partnering closely with experienced advisors, senior planners, and internal subject matter experts.

This position is based in Providence, RI, with hybrid flexibility.

Key Responsibilities

• Support the development and delivery of comprehensive financial plans using planning tools such as MoneyGuide Elite, Holistiplan, Luminary, Income Lab, and Microsoft Excel.
• Participate in client conversations to help gather financial data, understand client goals, and prepare personalized planning strategies.
• Review and summarize trust, estate, and other planning-related documents, with guidance from senior team members and external professionals as appropriate.
• Assist with tax planning analysis, including reviewing client tax information, modeling planning scenarios, and helping prepare recommendations for discussion with clients and their tax advisors.
• Support goals-based planning conversations by helping clients evaluate short- and long-term decisions through an educational and consultative approach.
• Collaborate with clients, advisors, attorneys, tax preparers, and internal partners to help implement financial planning recommendations.
• Identify opportunities to deepen client relationships through proactive planning support and thoughtful follow-up with the advisory team.
• Grow as a financial planning resource within the team by participating in client meetings, planning discussions, and internal strategy sessions.
• Contribute to planning-related training materials, client education pieces, and other resources that support Washington Trust’s planning process.
• Ensure compliance with internal policies, risk controls, and regulatory standards.
• Deliver an exceptional client experience with every interaction.

Qualifications

• Bachelor’s degree in Finance, Business, or a related field.
• CFP® certification preferred; candidates actively pursuing CFP® certification will also be considered. Ideal candidates will have 3–7 years of financial planning, wealth management, investment advisory, or related experience.
• Exposure to trust, estate, tax, retirement, and investment planning concepts preferred, with a strong interest in continuing to develop technical planning expertise.
• Strong communication skills, with the ability to explain planning concepts clearly and professionally to clients and internal partners.
• Experience with financial planning software preferred; experience with Luminary, MoneyGuide, Holistiplan, or similar platforms is a plus.
• Advanced skills in Microsoft Excel and the full Microsoft Office suite.
• Highly organized, detail-oriented, and able to manage multiple priorities effectively.
• A growth mindset, strong intellectual curiosity, and interest in advancing within a high-quality wealth planning environment.

Compensation

The good-faith, reasonable base salary range for this role is $110,000–$135,000. Actual compensation will be based on relevant experience, skills, training, certifications, and education. This role may be eligible for an annual bonus and includes a comprehensive benefits package.